Plan Snapshot
- Plan Sponsor: Mitotec Precision
- Sponsor EIN: 391023152
- Sponsor Address: 1301 PRECISION PARKWAY, NECEDAH, WI, 54646
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 100 | $7.7M | $128,827 | $450,593 |
| 2023 | 70 | $7.6M | $0 | $378,389 |
| 2022 | 67 | $7.9M | $124,576 | $489,691 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| KERBERROSE SC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBERROSE SC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,546,100 | — | $37,870 | — | — |
| 2023 | $2,040,225 | — | $35,784 | — | — |
| 2022 | $41,527 | — | — | — | — |